Trace Hubbard signed Pacific Group Resorts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Group Resorts, Inc.'s EIN is 36-4778076.
Download the official 2024 Form 5500 (PDF) for Pacific Group Resorts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Group Resorts, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.4M | 14.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 13.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 11.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 9.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 7.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $894K | 5.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $839K | 5.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $722K | 4.5% | |
| Insurance Company General * Principal Life Insurance Company Prin Fixed Inc Guar Option N/A | Common Stocks | — | — | $638K | 4.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $464K | 2.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $319K | 2.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $307K | 1.9% | |
| The American Funds AMERICAN FUNDS NEWPRSP R6 FND N/A | Mutual Funds | — | — | $281K | 1.7% | |
| Vanguard Group VANGUARD GROWTH INDEX ADM FUND N/A | Mutual Funds | — | — | $262K | 1.6% | |
| PIMCO Funds PIMCO INCOME INSTITUTIONAL FD N/A | Mutual Funds | — | — | $253K | 1.6% | |
| The American Funds AMERICAN FUNDS AMERMUT R6 FD N/A | Mutual Funds | — | — | $240K | 1.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $215K | 1.3% | |
| Vanguard Group VANGUARD EMG MK STK IDX ADM FD N/A 8 BlackRock Liquidity Funds BLACKROCK LIQDTY FDS INS FEDFD N/A 720 Fidelity Investment FIDELITY ADVISOR LTD TRM BND Z N/A 45 Participant Loans * Participant Loans Rates Range From 3.25% To 10.50% N/A | Common Collective Trusts | — | — | $193K | 1.2% | |
| Vanguard Group VANGUARD EQUITY-INC ADM FUND N/A | Mutual Funds | — | — | $192K | 1.2% | |
| Vanguard Group VANGUARD INTL GROWTH ADM FD N/A | Mutual Funds | — | — | $143K | 0.9% | |
| Dimensional Fund Advisors DFA US LARGE COMPANY I FUND N/A | Mutual Funds | — | — | $118K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $114K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $102K | 0.6% | |
| The American Funds AMER FUNDS AMER BAL R6 FD N/A | Mutual Funds | — | — | $101K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $97K | 0.6% | |
| Janus International Holding, LLC JANUSHENDERSON TRITON N N/A | Mutual Funds | — | — | $82K | 0.5% | |
| JP Morgan Funds UNDISC MGRS BEHAV VALUE R6 FD N/A | Other securities | — | — | $74K | 0.5% | |
| Hartford Mutual Funds HARTFORD MIDCAP R6 FUND N/A | Other securities | — | — | $72K | 0.4% | |
| Principal Life Insurance Company Prin Small-MidCap Div SA-Z N/A 879 Registered Investment Company American Funds Service Company AM FNDS CAP INC BUILDER R6 FD N/A | Mutual Funds | — | — | $67K | 0.4% | |
| Vanguard Group Vanguard US Growth Admiral Fd N/A | Mutual Funds | — | — | $55K | 0.3% | |
| Vanguard Group VGD TTL INTL STK IDX ADM FD N/A | Common Collective Trusts | — | — | $48K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31K | 0.2% | |
| Vanguard Group VANGUARD INTL VALUE INV FUND N/A 304 Vanguard Group VANGUARD VALUE INDEX ADM FUND N/A | Mutual Funds | — | — | $23K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $20K | 0.1% | |
| Vanguard Group VANGUARD TOTAL WLD ST IDX ADM N/A | Common Collective Trusts | — | — | $19K | 0.1% | |
| Vanguard Group VANGUARD BALNCD INDEX ADMRL FD N/A | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Group Vgd Infl-Prot Sec Adm Fund N/A | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Group VANGUARD TTL BD MKT IDX ADM FD N/A | Common Collective Trusts | — | — | $12K | <0.1% | |
| Hartford Mutual Funds HARTFORD CORE EQUITY R6 FUND N/A | Other securities | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| (E) | Other securities | — | $67K | $1K | <0.1% | |
| The American Funds AMERICAN FUNDS NEWWORLD R6 N/A | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN SMALL-MIDCAP DIV SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $880 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
